HomeMy WebLinkAbout01-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NDLICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~,~p~AISEME~JT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - Of DEDUC"fIONS AND ASSESSMENT OF TAX
PO BDX 280601
HARRISBURG PA 17128-0601 - - -' -'' ~ REV-1547 EX AFP (12-OS)
~ ~~~~ ~fi ~Y ~~ DATE 12-29-2008
tll'4j v:•i'~ _2 ESTATE OF LICHTEL RICHARD W
DATE OF DEATH 09-21-2007
"'' ~`' ~ ~ ~ FILE NUMBER 21 08-0794
'v I
(~~~ ~--~ `~~' ~T COUNTY CUMBERLAND
ANDREW C SHEELY ESQ, ~ ~;'`, ACN 101
127 S MARKET ST `' APPEAL DATE: 02-27-2009
P'0 BOX 95 (See reverse side under Objections)
NIECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LICHTEL RICHARD W FILE NO. 21 08-0794 ACN 101 DATE 12-29-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 39,326.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,200.00
6. Jointly Owned Property [Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total assets (g) 40,526.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,429.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 628.00
11. Total Deductions (11) 1 4.07 _ ~0
12. Net Value of Tax Return (12) 26,468.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14J 26,468.50
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSl1ENT OF TAX:
26,468.50 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19). .00
1l1A VAI LaIV•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~ ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
n orcuun crr ocvs=RCC CTnF nF THTS FORM FOR INSTRUCTIONS )